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Mountain Capital Investment Advisors’s Progyny PGNY Stock Holding History

Mountain Capital Investment Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-19,438
Closed -$927K – 107
2021
Q4 		$927K Buy
19,438
+4,025
+26% +$225K 0.42% 82
2021
Q3 		$910K Buy
15,413
+1,406
+10% +$77.7K 0.48% 77
2021
Q2 		$841K Sell
14,007
-2,020
-13% -$113K 0.39% 81
2021
Q1 		$770K Buy
+16,027
New +$749K 0.39% 97

Other funds holding PGNY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mountain Capital Investment Advisors's PGNY Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Progyny (PGNY) in Q1 2022, closing a stake of 19,438 shares — an estimated $927K sold.

Mountain Capital Investment Advisors first reported a position in PGNY in Q1 2021 and held it in 4 quarters. The position peaked at $927K in Q4 2021. 255 funds tracked by Wall St. Rank hold PGNY as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Progyny position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 19,438 Progyny shares in Q1 2022, an estimated $927K.
  • Mountain Capital Investment Advisors first reported a position in Progyny in Q1 2021 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's Progyny position peaked at $927K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Progyny as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.